Moving an accounting firm off monday.com: what moves, what doesn't
Written by the Mipp team
Published: 19 October 2026 | Last checked: 19 October 2026 | Accurate as of October 2026
Moving an accounting firm off monday.com to Mipp takes three steps. Export your client board from monday.com to Excel, save the client list as a CSV with one row per client and one main contact, and import it into Mipp, up to 500 rows at a time. Mipp then schedules each client's UK deadlines from the details in the file. Your updates, files, automations, extra contacts and task history stay behind in the monday.com export, so keep that file as your archive.
This guide is for small UK practices. It is honest about what doesn't move, and about the cases where monday.com is still the better fit. monday.com details were checked on monday.com's own site on 19 October 2026.
Why practices use monday.com, and where it gets hard
monday.com is a general work management platform. You build boards for whatever you need, and monday.com's own templates include a client management board. Its pricing page lists automations, integrations, a calendar view and guest access, so clients can see the boards you invite them to. Plans are priced per seat, and monday.com's pricing FAQ says plans start from 3 users. There is also a free plan for up to 2 seats with up to 3 boards.
That flexibility is the reason many practices start there. It is also where it gets hard. A board knows what you put in it. The UK rules behind each client's deadlines (the VAT stagger, the accounts deadline 9 months after a private company's year end, 31 January for Self Assessment, the 19th of each month for CIS returns) are yours to build and keep up to date, with date columns and automations. When a client changes their year end or registers for VAT, someone has to remember to change every date that follows from it.
Mipp starts from the other end. It is a CRM built for small UK practices, and it works out the deadlines from the client's details.
Step 1: export from monday.com
monday.com gives you two ways to get your data out.
Export a board to Excel. From the board's three-dot menu, choose More actions, then Export board to Excel. monday.com's help centre (last modified 8 October 2026) says:
- you can export the table on its own, or include updates and subitems
- updates come out on a separate tab; updates on subitems are not exported
- only table views export; other board views don't
- you can export up to 100,000 items at a time
- an Enterprise admin can stop non-admins from exporting
Export the whole account. An account admin can download every board, and the files uploaded to them, as a zip file (help article last modified 13 October 2026). It can take up to 24 hours, the download link lasts 24 hours, and it doesn't include archived boards, workdocs, dashboards or the Emails and Activities timeline. monday.com suggests exporting workdocs to PDF first.
Do the full account export once, before you cancel anything, and keep it. That file is your record of the history that won't move. Then export your client board to Excel for the import.
Step 2: prepare one CSV for Mipp
Mipp reads CSV files, or rows pasted straight into the import window. It doesn't read Excel files directly, so open the export in Excel or Google Sheets, tidy it, and save it as CSV.
- One row per client. Make sure the heading row is the first row of the file, and delete any title or group rows above or between your clients. Subitems should not be separate rows.
- One main contact per row. Mipp imports one contact for each client row: first name, last name, email, phone and a contact status. Pick the person you deal with. Add anyone else on the client record after the import.
- Rename your columns to Mipp's headings. Headings are matched automatically, ignoring case and punctuation, and the import window has a template you can download with every column Mipp understands. The table below covers the usual monday.com columns.
- Up to 500 rows per import. If you have more, split the file and import it in batches. A client that is already in Mipp is updated, not duplicated.
| Typical monday.com column | Mipp heading | What Mipp does with it |
|---|---|---|
| Name (the item name) | Company name | Required. One client per row. |
| Client type or entity | Entity type | Limited company, sole trader, partnership, LLP, CIC, charity or individual |
| Company number | Company number | Used to match clients on later imports |
| Year end | Year end (DD-MM) | Schedules accounts and company deadlines |
| VAT | VAT registered (yes/no), VAT stagger, VAT number | Schedules VAT returns |
| Payroll | Payroll (yes/no), Payroll frequency | Schedules payroll deadlines |
| Self Assessment | Self assessment (yes/no) | Schedules each tax year's return |
| UTR, NI number, PAYE and Accounts Office references | Company UTR, Partnership UTR, Personal UTR, NI number, Employer PAYE ref, Accounts Office ref | UTRs and NI numbers are format-checked. Anything that doesn't look right is flagged and left out. |
| Contact person, email, phone | Contact first name, Contact last name, Contact email, Contact phone | One contact per row |
| Fee | Monthly fee, Annual fee | Saved against the client |
| Notes or a long text column | Notes | Kept on the client record |
| Status (for example "Working on it") | Rename or delete it | Mipp reads a column called Status as the contact's status (lead, prospect, customer and so on). Work stages are set in Mipp after the import. |
| Person, Owner, timeline and formula columns | Delete them | Not imported. Mipp lists any column it ignores. |
Step 3: import into Mipp
In Clients, choose Import clients and upload the CSV. Before anything is saved, Mipp shows a preview:
- how many clients it found, which columns it recognised and which it ignored
- how many will be new and how many will update existing clients
- any rows it will skip, with the reason, for example a possible duplicate to check by hand
For an accountancy workspace there is also a box, ticked by default, that says the clients are up to date, so Mipp doesn't list deadlines that passed before today. Leave it ticked if your work is current.
When you import, Mipp creates the clients, their contacts and fees, and schedules deadlines for every client whose details you included, such as a year end, VAT, payroll or Self Assessment. Every date is calculated from the information entered using standard UK rules, so check them against HMRC and Companies House, as you would any calculated date.
What doesn't move
Be clear about this before you switch.
| From monday.com | Moves to Mipp? |
|---|---|
| Client names, entity details, tax references, addresses, fees, notes | Yes, through the CSV |
| One main contact per client | Yes, through the CSV |
| Extra contacts | No. Add them on the client record. |
| Updates, replies and comment history | No. Keep them in the monday.com export. |
| Files and attachments | No. Mipp doesn't store your client files. |
| Subitems and task history | No. Mipp creates its own deadline tasks from client details. |
| Automations and integrations | No. Mipp has no automation builder; its deadlines come from built-in UK rules instead. |
| Dashboards and custom board views | No |
| Who each task is assigned to | No. Mipp tasks can't be assigned to individual team members. |
| Client guest access | No. Mipp has no client portal and doesn't email your clients. |
| Where each job is up to | No. Set each deadline's stage in Mipp after the import. |
After the import
- Compliance view. Every scheduled deadline in one list, with tabs for VAT, Payroll and PAYE, Accounts and CT, Self Assessment and CIS, and counters for Overdue, Due this week and Due this month. Move each item through To do, In progress, Waiting on client, With client, Signed and Submitted, or select several and change them together.
- Self Assessment clients who don't need a return. Mark that tax year Not required. It drops out of your counts, and next year's return is still scheduled.
- Calendar feed. Add your open deadlines and dated tasks to Google, Outlook or Apple Calendar from Settings. The feed updates itself.
- Task boards. Each client has a board with To do, In progress, Awaiting client and Filed.
- New business. The pipeline runs from Enquiry through Scoping, Proposal sent and Engagement and AML to Client. When you win one, Mipp offers a client onboarding checklist, from AML checks to the 64-8.
Before January, read our Self Assessment season plan and the HMRC deadlines calendar for 2026-27. Our reminder letter templates cover chasing records, and the Making Tax Digital deadlines guide covers quarterly updates.
monday.com or Mipp: an honest comparison
| monday.com | Mipp | |
|---|---|---|
| What it is | General work management platform you configure for any team | CRM built for small UK accountancy practices |
| UK compliance deadlines | You build them with boards, date columns and automations | Scheduled from client details: VAT, payroll, CIS, accounts, confirmation statement, Corporation Tax return, Self Assessment and MTD for Income Tax |
| Automations and integrations | Yes, with monthly action limits that vary by plan | No automation builder. The one integration is a calendar feed for Google, Outlook or Apple Calendar. |
| Team | Priced per seat. Plans start from 3 users, with a free plan for up to 2 seats. | One sign-in per account. Tasks can't be assigned to team members. |
| Clients | Guest access to the boards you share | No client portal or client emails |
| Files | Stored on boards | Not stored |
| Trial | 14-day free trial of its Pro plan | 14-day free trial |
For a small practice that mainly needs to see every client's next deadline, and which ones are waiting on the client, Mipp does that from day one. Read more about Mipp as practice management software for accountants.
When monday.com is still the better fit
Stay on monday.com, or keep it alongside Mipp, if:
- several people need their own sign-ins and tasks assigned to them
- your clients use guest access to see their work
- you rely on automations or integrations with other software
- you store client files and documents on your boards
- you run projects well beyond compliance work and want one tool for all of it
Frequently asked questions
Can you export your clients from monday.com?
Yes. From the board's menu, choose More actions, then Export board to Excel. An account admin can also export every board and its files as a zip file. Save the client list as CSV to import it into Mipp.
Does a monday.com export include updates and files?
A board export to Excel can include updates on a separate tab, but not updates on subitems. Files come with the full account export, which doesn't include archived boards, workdocs, dashboards or the Emails and Activities timeline.
How many clients can Mipp import at once?
Up to 500 rows per import. For more, split the file and import it in batches. A client already in Mipp is updated rather than duplicated.
Can Mipp import more than one contact per client?
The import takes one main contact for each client row. Add other contacts on the client record after the import.
Is Mipp a monday.com alternative for accountants?
For a small UK practice that mainly needs client deadlines worked out and tracked, yes. It is not a general project management tool. It has no automation builder or client portal, and one sign-in per account.
Try it with your own client list
Export your client board from monday.com, save it as CSV, and see your deadlines appear in Mipp. Start a 14-day free trial. You add a card to start, and nothing is charged for 14 days. Cancel anytime. See pricing for plans.
Sources
All checked on 19 October 2026. Accurate as of October 2026.
- monday.com, Pricing and plans (no update date shown; checked 19 October 2026). https://monday.com/pricing
- monday.com Support, Export from monday to Excel (last modified 8 October 2026). https://support.monday.com/hc/en-us/articles/26989749858578-Export-from-monday-to-Excel
- monday.com Support, How to export your entire account's data (last modified 13 October 2026). https://support.monday.com/hc/en-us/articles/360002543719-How-to-export-your-entire-account-s-data
- monday.com, Client Management Template (no update date shown; checked 19 October 2026). https://monday.com/templates/client-manager